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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $468M AUM 1,072 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 114 Added 174 Reduced 30 Exited
Page 3 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 7,644.0 $2.6M 0.55% -210.0 -2.7% $338.25 -0.2%
42 GOOGL ALPHABET INC Communication Services 7,220.0 $2.6M 0.55% -300.0 -4.0% $357.37 -3.0%
43 NFLX NETFLIX INC. Communication Services 35,953.0 $2.6M 0.55% -645.0 -1.8% $71.40 +14.3%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 8,847.0 $2.5M 0.53% $281.21 -17.4%
45 META META PLATFORMS INC Communication Services 4,269.0 $2.4M 0.51% -195.0 -4.4% $563.29 -0.0%
46 CSCO CISCO SYS INC Technology 19,685.0 $2.3M 0.49% -1K -5.4% $117.46 -5.6%
47 AMZN AMAZON COM INC Consumer Cyclical 9,641.0 $2.3M 0.49% +383.0 +4.1% $238.34 +9.5%
48 VO VANGUARD INDEX FDS 28,402.0 $2.3M 0.49% +21K +308.8% $80.57 +2.7%
49 IJR ISHARES TR 15,360.0 $2.3M 0.49% -814.0 -5.0% $148.31 -1.3%
50 BX BLACKSTONE INC Financial Services 19,357.0 $2.3M 0.49% -307.0 -1.6% $117.67 +21.0%
51 UNH UNITEDHEALTH GROUP INC Healthcare 5,478.0 $2.3M 0.49% +101.0 +1.9% $415.63 -4.4%
52 AMP AMERIPRISE FINL INC Financial Services 4,904.0 $2.2M 0.48% -97.0 -1.9% $458.76 +21.9%
53 TXN TEXAS INSTRS INC Technology 7,467.0 $2.2M 0.47% -328.0 -4.2% $298.07 -13.5%
54 PEP PEPSICO INC Consumer Defensive 16,408.0 $2.2M 0.47% -179.0 -1.1% $135.40 +5.9%
55 DE DEERE & CO Industrials 3,176.0 $2.0M 0.43% +79.0 +2.5% $634.33 -0.3%
56 EEMV ISHARES INC 26,737.0 $2.0M 0.43% -6K -18.2% $75.28 -0.1%
57 PSX PHILLIPS 66 Energy 11,685.0 $2.0M 0.42% $169.05 +42.7%
58 PANW PALO ALTO NETWORKS INC Technology 5,749.0 $2.0M 0.42% +78.0 +1.4% $341.02 +1.4%
59 XLK SELECT SECTOR SPDR TR 10,154.0 $1.9M 0.41% $190.52 -4.9%
60 CSX CSX CORP Industrials 40,317.0 $1.9M 0.41% -2K -5.5% $47.53 +8.8%
Page 3 of 41  ·  805 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Financial Services 15.6%
Industrials 10.0%
Healthcare 9.3%
Energy 6.4%
Consumer Defensive 5.4%
Consumer Cyclical 5.3%
Communication Services 3.8%
Utilities 2.9%
Real Estate 1.7%